[cl42]

I'm using LLMs to basically build "junior analysts" that monitor very niche types of companies -- think, junior mining companies, or very specific commodities futures... A lot of these spaces have tons of terrible companies and there's a lot of noise, so if you use a framework that is concrete enough, you can have LLM agents do various types of research for you, fill in the framework, and sift through the noise for you.

Case in point, my framework for mining companies is here: https://emergingtrajectories.com/a/pub/mining_company_risk_f... You can see the scores here: https://emergingtrajectories.com/c/copper_mining_companies

"Long term" -- we'll see, I expect to hold positions for 12-24 months.

For those interested, my work above is influenced by two important books: "You Can Be a Stock Market Genius Even if You're Not Too Smart" by Joel Greenblatt and "Superforecasting: The Art and Science of Prediction" by Philip Tetlock. The idea from Joel's writing is to look for less liquid or less popular asset classes (or ones that structurally can't be invested in by the pros who are smarter/better-resourced than you), and Tetlock really drills process and research for long-term forecasting.